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Tempus Wealth Planning, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tempus Wealth Planning, LLC on CGMU, newest first. How the timeline and the estimate are built.

Tempus Wealth Planning, LLC held 101,521 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,521 shares
    Change vs previous 13F +5,830 shares

    0.55% of the 13F portfolio, value $2,788,773.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,691 shares
    Change vs previous 13F +3,050 shares

    0.6% of the 13F portfolio, value $2,598,002.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,641 shares
    Change vs previous 13F -5,141 shares

    0.58% of the 13F portfolio, value $2,536,524.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,782 shares
    Change vs previous 13F -199 shares

    0.61% of the 13F portfolio, value $2,668,472.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 97,981 shares
    Change vs previous 13F +8,603 shares

    0.65% of the 13F portfolio, value $2,615,125.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,378 shares
    Change vs previous 13F +24,306 shares

    0.72% of the 13F portfolio, value $2,397,122.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,072 shares
    Change vs previous 13F +10,378 shares

    0.54% of the 13F portfolio, value $1,751,742.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,694 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,501,909.

    13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).